Private Client Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Private Client Services’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$449K	Buy
2025 Q2	$430K	Sell
2025 Q1	$472K	Buy
2024 Q4	$460K	Sell
2024 Q3	$487K	Buy
2024 Q2	$427K	Hold
2024 Q1	$443K	Sell
2023 Q4	$433K	Buy